Tanager Wealth Management
Tanager Wealth Management is a dual SEC- and FCA-regulated wealth management firm that provides financial planning and discretionary investment management for US/UK expat households, serving clients across London, Philadelphia, and Houston offices.
- Company typePrivate
- Founded2007
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Tanager Wealth Management does
Tanager Wealth Management LLP is a privately held, dual-regulated (SEC and FCA) wealth management firm founded in London in 2007 by Kristopher Heck and partners with backgrounds in private banking, institutional asset management, and transatlantic advisory work. The firm specializes in financial planning and discretionary investment management for US/UK expat households, addressing cross-border frictions such as PFIC treatment, dual pension management, FBAR reporting, and multi-jurisdictional estate planning. Its core offering, the Total Wealth Management Service, integrates financial planning with discretionary portfolio management on a recurring asset-based fee model with a $500,000 minimum investment and a $6,500 annual floor.
The product surface spans Financial Planning, Discretionary Investment Management, the Bespoke Beta direct-indexing module (individual-securities portfolios for tax-loss harvesting and ESG alignment), Philanthropy & Giving advisory, a Tanager Overview portfolio review, and a Probate Asset Holding Service. Technology is delivered primarily through third-party platforms — Addepar for client portfolio management and reporting, and Mailchimp for marketing — with a recent investment in internal technology capacity through a dedicated Technology Specialist hire. Distribution is exclusively direct and relationship-based, supported by educational content, the Tanager Talks webinar series, and a referral pipeline from UK-based lawyers, accountants, and trustees with US-connected clients.
Tanager operates from a London headquarters (Vintners Place, Upper Thames Street) with US offices in West Conshohocken and Chesterbrook, Pennsylvania (Philadelphia area), and Houston, Texas. The firm is structured as a partnership with six named partners and roughly 30 advisors, paraplanners, and support staff; it is independent, with no parent company, external institutional investment, or public listing.
Tanager Wealth Management firmographics
Firmographics- Name
- Tanager Wealth Management
- Legal name
- Tanager Wealth Management LLP
- Website
- https://tanagerwealth.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tanager Wealth Management is a dual SEC- and FCA-regulated wealth management firm that provides financial planning and discretionary investment management for US/UK expat households, serving clients across London, Philadelphia, and Houston offices.
- Ownership category
- akta.pro rank
Tanager Wealth Management industry classification
Industry- Product category
- Cross-Border Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Tanager Wealth Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Tanager Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset-Based Wealth Management Fees: Tanager charges ongoing fees based on the amount of assets under advisement and management. The firm provides a Total Wealth Management Service combining financial planning and discretionary investment management. A minimum annual fee of $6,500 applies for smaller portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Total Wealth Management Service with minimum $500,000 investable assets |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Tanager Wealth Management product offering
Product offeringCore offering
Tanager Wealth Management is a UK-headquartered wealth management firm providing integrated financial planning and discretionary investment management services exclusively to transatlantic households (Americans in the UK, British expats in the US, and dual-national families). The firm delivers cross-border tax-efficient investment management, retirement and pension planning, estate planning, and specialized modules such as direct indexing (Bespoke Beta) and philanthropic advisory, operating under dual SEC (US) and FCA (UK) regulation.
Product overview
Tanager Wealth Management offers a unified Total Wealth Management Service that integrates financial planning, discretionary investment management, and specialized advisory modules. The core offering combines Financial Planning and Discretionary Investment Management as the primary service pillars. Additional specialized modules include Bespoke Beta (direct indexing with tax-loss harvesting), Philanthropy & Giving (Donor Advised Funds and charitable planning), Tanager Overview (portfolio review service), and Probate Asset Holding Service. The firm is regulated by both the US SEC and UK FCA, enabling comprehensive cross-border advice for transatlantic households.
Differentiator
Problem solved
Functional benefit
Products and services
- Total Wealth Management Service Comprehensive wealth management service combining financial planning, discretionary investment management, and ongoing advisory services for transatlantic households with US-UK financial complexities. Minimum investable assets of $500,000 with a minimum annual fee of $6,500.
- Financial Planning Financial planning service covering retirement planning (US Social Security and UK State Pension), pension optimization, education savings, estate planning, real estate purchase guidance, and support during life transitions such as divorce or bereavement.
- Discretionary Investment Management Discretionary investment management service using evidence-based principles, index portfolios, strategic asset allocation, cost control, and regular portfolio rebalancing for transatlantic households. The firm holds discretion to manage day-to-day strategy of investment portfolios.
- Bespoke Beta (Direct Indexing) Direct indexing service holding individual securities tailored to client portfolios, enabling tax-loss harvesting across individual securities, concentrated position management, ESG alignment, and customized portfolio construction. Available to Total Wealth Management clients.
- Philanthropy & Giving Advisory Charitable giving advisory service helping clients utilize Donor Advised Funds, dual-qualified charity tax deductions, and private foundations for tax-efficient philanthropy in both the US and UK.
- Probate Asset Holding Service Service for executors of estates with US assets, providing investment management and administration during probate proceedings.
- Portfolio Review Service (Tanager Overview) Portfolio review service for trustees and clients providing comprehensive assessment of existing investment portfolios and recommendations across multiple jurisdictions.
Companies that use Tanager Wealth Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Tanager Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Tanager Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Oxford RiskcoreOxford Risk is a behavioral finance research firm. Tanager partnered with Oxford Risk to discuss how cognitive biases and human brain decision-making processes impact investment decisions. Dr. Alex Chase from Oxford Risk participated in a Tanager Talk webinar on navigating volatile markets through the lens of behavioral finance.
- The Soup Kitchen (London)coreTanager supports The Soup Kitchen charity as part of their 'Tanager in the Community' initiative. The charity, established in 1986, provides free meals, clothing, toiletries, and support to the homeless, elderly, lonely, and vulnerable in London. Tanager staff volunteer monthly, conducting fundraising walks, and donation drives. In 2023, Tanager was one of the top three financial supporters.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Tanager Wealth Management competitors and assessment
Company assessmentBroad incumbents
- RBC Wealth Management: Global private banking and wealth franchise of Royal Bank of Canada with deep US, UK, and cross-border capabilities for HNW/UHNW households. Comparable to Tanager in serving transatlantic clients, but operating as part of a much larger bank-led wealth platform.
- Evelyn Partners: UK wealth management and professional services group offering investment management, financial planning, and tax advice to HNW clients, including internationally connected households. Comparable to Tanager in client profile and UK-centric advisor-led delivery, though materially larger and more diversified.
- St. James's Place: Large UK-listed wealth management group serving a broad HNW and mass-affluent client base with an expanding international and expat proposition. Comparable to Tanager in providing discretionary investment and financial planning, but at materially greater scale and with broader geographic reach.
Direct peers
- Blevins Franks: Long-established UK/Europe-based wealth advisory firm focused on US-connected expatriate clients, offering cross-border tax planning, investment management, and estate planning. Highly comparable to Tanager in niche specialization, HNW client base, and dual-jurisdiction service model.
- Chase Buchanan: UK-based wealth manager focused on international and expatriate clients, providing cross-border investment and financial planning advice. Similar to Tanager in targeting HNW transatlantic households requiring dual-jurisdiction expertise.
- Hoxton Capital Management: UK-headquartered financial advisory firm specializing in expat wealth management for US, UK, and international clients. Directly comparable to Tanager in serving cross-border households with cross-border tax and investment needs.
- Spectrum IFA Group: UK-based independent financial advisory group with a dedicated expat and international client division. Comparable to Tanager in its focus on cross-border financial planning for HNW clients living and working outside their home country.
- Blacktower Financial Management: UK/Europe-headquartered wealth management firm with a strong expat client focus, offering investment, tax, and retirement planning for international clients. Comparable to Tanager in niche positioning around expatriate wealth management.
- Capital Asset Management: UK-based wealth manager providing discretionary investment management and financial planning for individual and expatriate clients. Comparable to Tanager in its HNW-focused, advisor-led discretionary management service model.
Emerging players
- Fenero: Emerging cross-border financial planning firm serving internationally mobile clients with US, UK, and other jurisdiction connections. Comparable to Tanager in targeting modern cross-border households, though at an earlier stage of scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Tanager Wealth Management social profiles
Digital presenceTanager Wealth Management compliance and trust
Trust signalCompliance2 records
Tanager Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tanager Wealth Management leadership team
Management profileNumber of profiles
Profiles8 records
Tanager Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tanager Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tanager Wealth Management
What does Tanager Wealth Management do?
Tanager Wealth Management is a UK-headquartered wealth management firm providing integrated financial planning and discretionary investment management services exclusively to transatlantic households (Americans in the UK, British expats in the US, and dual-national families). The firm delivers cross-border tax-efficient investment management, retirement and pension planning, estate planning, and specialized modules such as direct indexing (Bespoke Beta) and philanthropic advisory, operating under dual SEC (US) and FCA (UK) regulation.
Is Tanager Wealth Management a public or private company?
Tanager Wealth Management is a private company. It is classified as management employee owned and is currently operating.
When was Tanager Wealth Management founded?
Tanager Wealth Management was founded in 2007. It employs 11 to 50 people.
Where is Tanager Wealth Management based?
Tanager Wealth Management is headquartered in London, United Kingdom, in the Europe region.
How does Tanager Wealth Management make money?
One revenue line is on record: asset-Based Wealth Management Fees.
Who are Tanager Wealth Management's main competitors?
Broad incumbents on record are RBC Wealth Management, Evelyn Partners and St. James's Place. Direct peers are Blevins Franks, Chase Buchanan, Hoxton Capital Management, Spectrum IFA Group, Blacktower Financial Management and Capital Asset Management. Fenero is listed as an emerging player.
Does Tanager Wealth Management have an API?
No public API is recorded for Tanager Wealth Management.
What industry is Tanager Wealth Management in?
Tanager Wealth Management's product category is Cross-Border Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.